WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

64 hedge funds and large institutions have $239M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
6
Increased
21
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
Financial & Investment Management Group
Michigan
$39.2M
2
1CP
1607 Capital Partners
Virginia
$45.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.55M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$1.28M
5
CPO
Cerity Partners OCIO
New York
$1.04M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$46.3M
2
AIM
Assured Investment Management
New York
$0
3
CS
Credit Suisse
Switzerland
$1.64M
4
MIG
Mariner Investment Group
New York
$3.54M
5
EML
Eos Management LP
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$46.3M -$8.59M -760,495 -16%
1CP
2
1607 Capital Partners
Virginia
$45.7M +$2.88M +254,600 +7%
FIMG
3
Financial & Investment Management Group
Michigan
$39.2M +$13.6M +1,202,760 +53%
KIM
4
Karpus Investment Management
New York
$29.4M -$184K -16,256 -0.6%
Invesco
5
Invesco
Georgia
$10.7M +$420K +37,203 +4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$7.2M -$184K -16,309 -2%
RCM
7
Rivernorth Capital Management
Florida
$6.11M – – –
HK
8
Horizon Kinetics
New York
$6.06M – – –
B
9
Baird
Wisconsin
$4.65M -$735K -65,024 -14%
Morgan Stanley
10
Morgan Stanley
New York
$4.48M -$712K -63,038 -14%
Bank of America
11
Bank of America
North Carolina
$4.02M -$313K -27,654 -7%
MIG
12
Mariner Investment Group
New York
$3.54M -$1.98M -175,564 -36%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.4M -$428K -37,919 -11%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$2.55M +$1.85M +164,025 +266%
PVWM
15
Point View Wealth Management
New Jersey
$2.06M +$58.9K +5,216 +3%
GWI
16
Grace & White Inc
New York
$1.95M +$120K +10,600 +7%
UBS Group
17
UBS Group
Switzerland
$1.88M +$1.88M +166,610 New
RJA
18
Raymond James & Associates
Florida
$1.72M -$64.8K -5,735 -4%
CS
19
Credit Suisse
Switzerland
$1.64M -$2.7M -238,780 -62%
HFS
20
HL Financial Services
Kentucky
$1.37M +$105K +9,271 +8%
CFN
21
Cordasco Financial Network
Florida
$1.3M -$90.6K -8,014 -6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.28M +$1.21M +107,082 +1,827%
CPO
23
Cerity Partners OCIO
New York
$1.04M +$673K +22,995 +184%
AA
24
Ancora Advisors
Ohio
$932K -$384K -34,000 -29%
HighTower Advisors
25
HighTower Advisors
Illinois
$893K +$272K +24,026 +44%
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